Santa Fe Partners’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,470
| Closed | -$249K | – | 312 |
|
|
2015
Q4 | $249K | Buy |
+10,470
| New | +$249K | 0.04% | 402 |
|
|
2015
Q2 | – | Sell |
-9,571
| Closed | -$209K | – | 605 |
|
|
2015
Q1 | $209K | Buy |
9,571
+509
| +6% | +$11.1K | 0.03% | 469 |
|
|
2014
Q4 | $201K | Buy |
+9,062
| New | +$201K | 0.03% | 465 |
|
|
2014
Q3 | – | Sell |
-9,325
| Closed | -$209K | – | 612 |
|
|
2014
Q2 | $209K | Sell |
9,325
-1,877
| -17% | -$42.1K | 0.03% | 464 |
|
|
2014
Q1 | $261K | Buy |
11,202
+1,392
| +14% | +$32.4K | 0.04% | 432 |
|
|
2013
Q4 | $228K | Sell |
9,810
-481
| -5% | -$11.2K | 0.04% | 440 |
|
|
2013
Q3 | $212K | Buy |
+10,291
| New | +$212K | 0.04% | 435 |
|